Evoke Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Evoke Wealth’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,300	Closed	-$1.57M	–	754
2025 Q4	$1.57M	Buy	2,300 +1,900	+475%	+$1.28M	0.03%	218
2025 Q3	$266K	Buy	+400	New	+$256K	0.01%	535

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evoke Wealth's SPY Position: Q2 2026 in Review

Evoke Wealth sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 122,209 shares — an estimated $79.7M sold.

Evoke Wealth first reported a position in SPY in Q3 2019 and held it in 25 quarters. The position peaked at $103M in Q3 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Evoke Wealth reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 122,209 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $79.7M.
Evoke Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and held it in 25 quarters.
Evoke Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $103M in Q3 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.